Chronologically

2018

2008’s Long Shadow
An Assessment of the U.S. debt and deficit
Asia Pacific (Key Challenges 2018)
Buyouts (Key Challenges 2018)
Conducting reference calls
Energy and Infrastructure (Key Challenges 2018)
European Fundraising (Key Challenges 2018)
Factors in Timing the CPP Withdrawal
Game 4 Fund 3
Game Plan E&F
How can two LPs in the same fund have different performance?
Investing in Frontier Markets
Is more really better? The Power and Paradox of Diversification
Key challenges facing private markets in 2018
Private Credit (Key Challenges 2018)
Reflections and a look forward
Retirement Income Solutions in a DC World
Retirement Income… a deeper dive
The economic cycle and the implications for private debt strategies
The surprising reason a home should be in your portfolio – An Edmonton case study
Venture Capital (Key Challenges 2018)
Yield curve risk update

2017

Active vs. Passive Equity
Hedge Fund Benchmarking and Increasing Absolute Returns
Keep your alpha, give me delta
Key challenges facing private markets in 2017
Less is more when designing a 401(k) plan to improve participant outcomes
New Year, New Rules (2017) (Private Wealth Management)
Pavilion’s Capital Market Assumption and Outlook
Pop Song Portfolio Construction
Private Credit: Is now a good time to invest?
Risk Update: Equities in a rising rate environment
The 4% rule: withdrawal rates in review
The Currency Question (Private Wealth Management)
The Myth of Market Concentration
The Rise of Dark Powder
U.S. Renewables Market – A brief overview
What Rising Rates Mean for Hedge Fund Returns After Fees
When bias clouds investment thinking

2016

A pacing model will help develop the optimal private markets allocation
Brexit and Market implications
Characterizing capital calls
Co-Investment
Currency Exposure: Diversifier or Unrewarded Risk?
Developing a co-investment program
European Private Equity and M&A Markets performing slowly
European Small and Lower Mid Buyout Market
Hedge Fund and Portfolio Risk Management
Hedge Fund and Portfolio Risk Management: Keys to a successful risk management process
Investing in Unlisted Infrastructure: An Institutional perspective
Is there a market for water?
Key challenges facing private markets in 2016
New Year, New Taxes (2016) (Private Wealth Management)
On Family, Finances and Aging
Performing investment due diligence in Latin America
Private equity fees require dynamic due diligence
Private Equity Outlook for 2016
Summary view of and experience in Private Credit strategies
The Benefits of Intelligent Giving
The Case For Keeping The Faith In Value
The State of Stable Value: 2016 Update
Tips to keep you and your record keeper on track

2015

Consultant finds success in customization for nonprofits’ varied philosophies, biases
Custom vs. off-the-shelf target date fund
Fiduciary Primer
Growth in responsible investment strategies set to encompass climate change
How global equity indices are constructed
Is it time to outsource DC plan?
Key challenges facing private markets in 2015
Liquid Alternative Investment Strategies
Operational Compliance Reviews
Private equity fees require dynamic due diligence
Private Equity Market Outlook for 2015
Ruling underscores need to re-examine fees, record policy
Simple communication may prevent asset depletion
The Influence of Oil
The Literate Investor – She’s Right Beside You
Tibble v. Edison: U.S. Supreme Court finds duty to conduct ongoing investment review

2014

Endowments and foundations – A sustainable financial strategy is needed
Factors to consider when selecting managers
Fixed income investors have options to increase returns lower risk
Flexibility Can be Found in Outsourcing
Implementing a risk assessment when managing change
Mitigating hedge fund operational risk requires diligent attention
New Age for Tactical Asset Allocation
Rethinking target date strategies
The Benefits of Equities In Any Portfolio
The Case for Smaller Companies
The Changing Face of Hedge Fund Investing

2013

401(K) Plans – Key Issues for Plan Sponsors
A Framework for Integrating ESG Factors into Portfolio Construction
Institutions Look to Global Macro for Diversification
Liquid Real Assets
Presentation: Sharing our knowledge – What Canadian foundations and endowments can learn from the U.S. economic crisis
Questioning the Persistence of Skill
Research Note: The Strategic Allocation of Investable Assets for Healthcare Systems
The Investment Style Box – Adding substance to style
The Rapid Rise of Sustainable and Responsible Investing: from marginal to mainstream?
Unconstrained Fixed Income Strategy – A review
World Market Capitalization

2012

A New Option to get Index-like Returns during your Manager Search
From Behavioral Anomalies to Low Volatility Investing
Passive Aggressive Investing – Ideas and Insights into Different Forms of Passive Investing
Re-examining the Core Fixed Income Portfolio
The Rise of the Private Equity Secondary Market and Benefits of a Dedicated Allocation
What defines an Emerging Market?
White Paper: Reflections on Investment Committee Governance
White Paper: Using Volatility to Manage Risk

2011

Can Conventional Wisdom be Harmful to your Financial Health?
Does Investing in Income-Oriented Strategies Pay Dividend?
Going Long-Duration or Short-Duration Bonds: Does it Matter?
Long/Short as Long-Only Equity Replacement – Evaluation of Long/Short Strategies: Active Extension, Equity Market Neutral and Directional
Money Talks: Intergenerational Wealth Transfer
The Impact of Long/Short on your Portfolio

2010

Evolution of Investment Structures – What have we learned?